Allied Investment Advisors’s PepsiCo PEP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $11.7M | Buy |
86,661
+5,345
| +7% | +$799K | 1.47% | 36 |
|
|
2026
Q1 | $12.6M | Buy |
81,316
+4,387
| +6% | +$684K | 1.81% | 24 |
|
|
2025
Q4 | $11M | Buy |
76,929
+3,584
| +5% | +$527K | 1.71% | 28 |
|
|
2025
Q3 | $10.3M | Buy |
73,345
+5,177
| +8% | +$739K | 1.64% | 32 |
|
|
2025
Q2 | $9M | Buy |
68,168
+4,303
| +7% | +$580K | 1.57% | 33 |
|
|
2025
Q1 | $9.58M | Buy |
63,865
+7,755
| +14% | +$1.15M | 1.82% | 30 |
|
|
2024
Q4 | $8.53M | Buy |
56,110
+1,265
| +2% | +$207K | 1.72% | 30 |
|
|
2024
Q3 | $9.33M | Buy |
54,845
+736
| +1% | +$126K | 1.85% | 33 |
|
|
2024
Q2 | $8.92M | Buy |
54,109
+1,705
| +3% | +$294K | 2.09% | 25 |
|
|
2024
Q1 | $9.17M | Buy |
52,404
+2,414
| +5% | +$406K | 2.21% | 25 |
|
|
2023
Q4 | $8.49M | Buy |
49,990
+1,509
| +3% | +$250K | 2.31% | 23 |
|
|
2023
Q3 | $8.21M | Buy |
48,481
+434
| +0.9% | +$78.8K | 2.46% | 18 |
|
|
2023
Q2 | $8.9M | Buy |
48,047
+866
| +2% | +$162K | 2.58% | 14 |
|
|
2023
Q1 | $8.6M | Buy |
47,181
+738
| +2% | +$129K | 2.66% | 14 |
|
|
2022
Q4 | $8.39M | Buy |
46,443
+562
| +1% | +$100K | 2.62% | 16 |
|
|
2022
Q3 | $7.49M | Buy |
45,881
+811
| +2% | +$140K | 2.79% | 10 |
|
|
2022
Q2 | $7.51M | Buy |
45,070
+456
| +1% | +$76.8K | 2.69% | 12 |
|
|
2022
Q1 | $7.47M | Buy |
44,614
+2,702
| +6% | +$454K | 2.43% | 19 |
|
|
2021
Q4 | $7.28M | Buy |
41,912
+1,070
| +3% | +$175K | 2.49% | 18 |
|
|
2021
Q3 | $6.14M | Sell |
40,842
-16
| -0% | -$2.48K | 2.32% | 23 |
|
|
2021
Q2 | $6.05M | Buy |
40,858
+2,744
| +7% | +$400K | 2.28% | 23 |
|
|
2021
Q1 | $5.39M | Buy |
38,114
+1,835
| +5% | +$252K | 2.31% | 25 |
|
|
2020
Q4 | $5.38M | Buy |
36,279
+1,074
| +3% | +$153K | 2.59% | 18 |
|
|
2020
Q3 | $4.88M | Buy |
35,205
+199
| +0.6% | +$27.1K | 2.62% | 18 |
|
|
2020
Q2 | $4.63M | Buy |
35,006
+535
| +2% | +$70.5K | 2.67% | 18 |
|
|
2020
Q1 | $4.14M | Buy |
34,471
+580
| +2% | +$78.4K | 2.99% | 13 |
|
|
2019
Q4 | $4.63M | Buy |
33,891
+665
| +2% | +$90.5K | 2.74% | 20 |
|
|
2019
Q3 | $4.55M | Buy |
33,226
+435
| +1% | +$57.8K | 2.93% | 16 |
|
|
2019
Q2 | $4.3M | Buy |
32,791
+333
| +1% | +$42.7K | 2.88% | 18 |
|
|
2019
Q1 | $3.98M | Buy |
32,458
+1,780
| +6% | +$203K | 2.76% | 19 |
|
|
2018
Q4 | $3.39M | Buy |
30,678
+2,045
| +7% | +$231K | 2.8% | 19 |
|
|
2018
Q3 | $3.2M | Buy |
28,633
+2,476
| +9% | +$280K | 2.38% | 23 |
|
|
2018
Q2 | $2.85M | Buy |
26,157
+1,990
| +8% | +$206K | 2.32% | 22 |
|
|
2018
Q1 | $2.64M | Buy |
+24,167
| New | +$2.75M | 2.17% | 23 |
|
Other funds holding PEP
CAI
PAM
WT
GAM
Allied Investment Advisors's PEP Position: Q2 2026 in Review
Allied Investment Advisors increased its PepsiCo (PEP) stake by 6.6% in Q2 2026, buying an estimated $799K and bringing the position to 86,661 shares worth $11.7M. The position accounts for 1.47% of the portfolio, ranked #36.
Allied Investment Advisors first reported a position in PEP in Q1 2018 and has held it in 34 quarters since. The position peaked at $12.6M in Q1 2026. 1,567 funds tracked by Wall St. Rank hold PEP as of Q2 2026.
- Allied Investment Advisors held 86,661 shares of PepsiCo worth $11.7M as of Q2 2026.
- Allied Investment Advisors bought 5,345 PepsiCo shares in Q2 2026, an estimated $799K.
- PepsiCo made up 1.47% of Allied Investment Advisors's portfolio in Q2 2026, its #36 holding.
- Allied Investment Advisors first reported a position in PepsiCo in Q1 2018 and has held it in 34 quarters since.
- Allied Investment Advisors's PepsiCo position peaked at $12.6M in Q1 2026.
- 1,567 funds tracked by Wall St. Rank held PepsiCo as of Q2 2026.
Based on Allied Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.